Legacy Capital Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$476M
Signature - Title
Robert Roberts - Chief Compliance Officer
Location
Little Rock, AR
Summary
This page shows a list of all the recent 13F filings made by Legacy Capital Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Capital Wealth Partners, LLC reported 357 stock holdings with total value $476M as of Q3 2024. Top holdings included WMT, JBHT, GAP, NVDA, and RDVY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 357 $476M +$125M -$31.4M +$93.1M WMT, JBHT, GAP, NVDA, RDVY 13F-HR 11/4/2024, 08:53 AM
Q2 2024 298 $393M +$332M -$101M +$231M WMT, GPS, JBHT, SPY, RDVY 13F-HR 8/1/2024, 06:45 PM
Q1 2024 112 $100M +$87.3M -$287M -$199M AMLP, SO, DUK, AEP, MAA 13F-HR 5/10/2024, 10:17 AM
Q4 2023 283 $353M +$42.7M -$82.4M -$39.7M WMT, SPY, IJR, RDVY, PKW 13F-HR 2/5/2024, 12:13 PM
Q3 2023 281 $364M +$270M -$23.2M +$246M JBHT, WMT, SPY, IJR, ACWV 13F-HR 10/16/2023, 10:04 AM
Q2 2023 40 $120M +$18.4M -$271M -$253M RDVY, SPY, FVD, PKW, IJR 13F-HR 7/27/2023, 11:05 AM
Q1 2023 248 $366M +$185M -$34.9M +$150M WMT, RDVY, JBHT, FVD, SPY 13F-HR 5/10/2023, 04:55 PM
Q4 2022 58 $209M +$53.7M -$48M +$5.71M RDVY, FVD, PKW, ACWV, VTV 13F-HR 2/9/2023, 04:23 PM
Q3 2022 52 $189M +$8.99M -$8.43M +$560K RDVY, FVD, PKW, ACWV, VTV 13F-HR 11/14/2022, 01:17 PM
Q2 2022 52 $199M +$2.56M -$2.42M +$140K FVD, RDVY, PKW, ACWV, VTV 13F-HR 8/12/2022, 01:37 PM
Q1 2022 51 $233M +$110M -$115M -$5.03M FVD, RDVY, PKW, FEP, ACWV 13F-HR 5/16/2022, 01:52 PM
Q4 2021 41 $242M +$15.4M -$11.3M +$4.1M RDVY, FVD, FJUN, VO, IEFA 13F-HR 2/14/2022, 09:34 AM
Q3 2021 43 $101M $0 $0 FJUN, MMLG, IEFA, HDMV, FPXI 13F-HR 11/15/2021, 05:13 PM
Q2 2021 24 $186M +$60.4M -$123M -$62.8M FVD, FJUN, IEFA, XSOE, VO 13F-HR 8/13/2021, 04:51 PM
Q1 2021 83 $242M +$8.5M -$9.95M -$1.45M VO, FVD, FPX, FJUN, SPEM 13F-HR 5/14/2021, 04:06 PM
Q4 2020 90 $233M $0 $0 VO, FVD, FPX, FJUN, SPEM 13F-HR 2/16/2021, 01:13 PM